Data & Research

"Grand" Stand

You might consider it just another “Hallmark Holiday″, but this Sunday is Grandparent’s Day.

IMHO: Impact Full

In a business notorious for change, it nonetheless seems fair to say that the past twelve months have been extraordinary ones indeed for financial advisers.

Few Workers Have Adviser-Driven Retirement Plan

Only 16% of respondents surveyed by Thrivent Financial Services for Lutherans said they had undertaken a formal retirement planning process with an adviser, though 34% said they had done serious calculations of their retirement needs on their own.

Employer Provided Financial Advice Welcomed by Workers

Seven out of 10 respondents to a recent poll said they would be moderately or very interested in one-on-one financial planning if offered through their employer and nearly nine in 10 (87%) said a financial planning benefit would make them feel their employer values their efforts.